Overview
Tax & Office Coordinator Jobs in Fullerton, CA at Keystone CPA
Administrative Assistant – Pac 1 Family Office
Location: Vancouver, WA
Hours: Monday through Friday, 8:00 AM – 5:00 PM
About Us:
Pac1 Family Office is a dynamic, innovative organization investing in real estate, businesses, and supporting non-profits both locally and globally. We are seeking an organized, proactive, and computer-savvy Administrative Assistant to join our fast-paced team. This role offers an excellent opportunity for a self-motivated individual to manage projects and support our team with essential administrative functions.
Key Responsibilities:
Provide administrative support to team members, ensuring smooth daily operations
Schedule, organize, and coordinate meetings, events, and appointments
Oversee multiple projects, ensuring they stay on track and meet deadlines
Manage office-related projects, taking the lead on planning and execution
Prepare and proofread reports, memos, letters, and other important documents
Maintain accurate filing systems and retrieve records as needed
Handle confidential business matters with discretion and professionalism
Run errands, including picking up mail and supplies
Receive, manage, and track incoming deliveries
Keep the office organized and ensure a clean, efficient work environment
Assist with opening and closing office procedures
Support executives with various tasks as required
Key Competencies:
Strong project management and time management skills
Excellent attention to detail with the ability to handle multiple tasks simultaneously
Proven ability to follow up, follow through, and meet deadlines
Exceptional written and verbal communication skills
Highly organized with the ability to manage competing priorities
Problem-solving skills and ability to think critically
Excellent interpersonal skills and ability to work effectively with a diverse team
Requirements:
Effective communication skills, both verbal and written
Strong interpersonal skills with a customer-service-oriented attitude
Highly organized, capable of managing multiple tasks simultaneously
Ability to work independently, take initiative, and solve problems
Proficiency in Microsoft Office Suite (Outlook, Excel, Word) and
Proficiency in Google Suite (Docs, Sheets)
Quick learner and open to learning AI and other types of software and tools
Comfortable using office equipment (copiers, printers, etc.)
Ability to thrive in a fast-paced environment
Reliable transportation, valid driver’s license, and proof of insurance
Preferred Education and Experience:
3+ years of experience in an administrative or customer service role
Bachelor’s Degree or higher
Project Management experience
Benefits:
Comprehensive medical, dental, vision, and prescription insurance
Flexible spending accounts (personal and dependent care)
Simple IRA with company match
Paid time off and paid holidays
In addition to more traditional benefits, we also have a:
Monthly fitness & wellness reimbursement program
Complimentary coffee and snack bar
Other Duties:
This job description is not intended to cover all the activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice.
Physical Demands:
Primarily a sedentary role, but may require walking, bending, or standing occasionally
Ability to lift files and perform light physical tasks as necessary
Work Environment:
In-office role, 40 hours per week, Monday through Friday. No remote option available.
A supportive and collaborative office environment.
Equal Opportunity Employer:
We are committed to creating a diverse environment and are proud to be an equal-opportunity employer.
Please submit your resume for consideration.
Job Type: Full-time
Expected hours: 40 per week
Benefits:
Dental insurance
Flexible spending account
Health insurance
Paid time off
Retirement plan
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Education:
Bachelor’s (Required)
Experience:
Administrative or Customer Service: 3 years (Required)
Project Management: 3 years (Preferred)
Work Location: In person
Title: Tax & Office Coordinator
Company: Keystone CPA
Location: Fullerton, CA
